Keeping It Simple

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Earnings updated 1-29-24

GOOGL 1-30 A
SBUX 1-30 A
TER 1-30 A

QCOM 1-31 A

AAPL 2-1 A
AMZN 2-1 A

PLTR 2-5 A

BP 2-6 B

RBLX 2-7 B
DIS 2-7 A
PYPL 2-7 A

PINS 2-8 A

UPST 2-13 A

TWLO 2-14 A

TTD 2-15 A

DOCN 2-21 A

SQ 2-22 A

DRS 2-27 B

AI 2-28 A
STEM 2-28 A

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Alaska Air Group (ALK) reported earnings of $0.30 per share on revenue of $2.55 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $0.18 per share on revenue of $2.55 billion. The Earnings Whisper number was $0.15 per share. The company beat expectations by 100.00% while revenue grew 2.99% on a year-over-year basis.

Tesla (TSLA) reported earnings of $0.71 per share on for the fourth quarter ended December 2023. The consensus earnings estimate was $0.74 per share on revenue of $23.17 billion. The Earnings Whisper number was $0.77 per share. The company missed expectations by 7.79%

AT&T (T) reported earnings of $0.54 per share on revenue of $32.02 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $0.55 per share on revenue of $28.68 billion. The Earnings Whisper number was $0.57 per share. The company missed expectations by 5.26% while revenue grew 2.17% on a year-over-year basis.The company said it expects 2024 earnings of $2.15 to $2.25 per share, including items of $0.32 per share. The current consensus earnings estimate is $2.46 per share for the year ending December 31, 2024.

Netflix (NFLX) reported earnings of $2.11 per share on revenue of $8.83 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $2.20 per share on revenue of $8.71 billion. The Earnings Whisper number was $2.28 per share. The company missed expectations by 7.46% while revenue grew 12.49% on a year-over-year basis.The company said it expects first quarter earnings of approximately $4.49 per share on revenue of approximately $9.24 billion. The current consensus earnings estimate is $4.00 per share on revenue of $9.26 billion for the quarter ending March 31, 2024.

3M (MMM) reported earnings of $2.42 per share on revenue of $8.01 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $2.31 per share on revenue of $7.02 billion. The Earnings Whisper number was $2.35 per share. The company beat expectations by 2.98% while revenue fell 0.82% compared to the same quarter a year ago.The company said it expects 2024 earnings of $9.35 to $9.75 per share. The current consensus earnings estimate is $9.90 per share for the year ending December 31, 2024.

RTX (RTX) reported earnings of $1.29 per share on revenue of $19.93 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $1.25 per share on revenue of $19.83 billion. The Earnings Whisper number was $1.30 per share. The company missed expectations by 0.77% while revenue grew 10.14% on a year-over-year basis.The company said it expects 2024 earnings of $5.25 to $5.40 per share on revenue of $78.0 billion to $79.00 billion. The current consensus earnings estimate is $5.40 per share on revenue of $79.32 billion for the year ending December 31, 2024.

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